Grid Equipment
Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.
10 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $28.2B | +$154M | 7 | 0.46% | Increased |
|
| 2 |
BlackRock
New York
| $22.4B | -$229M | 7 | 0.43% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $17.4B | +$539M | 6 | 0.98% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $12.4B | +$117M | 7 | 0.47% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $9.41B | +$624M | 6 | 0.62% | Increased |
|
| 6 |
Morgan Stanley
New York
| $7.42B | +$577M | 7 | 0.48% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $6.6B | +$76.6M | 7 | 0.46% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $5.88B | +$155M | 7 | 0.43% | Increased |
|
| 9 |
Capital International Investors
Los Angeles,
California
| $4.56B | -$1.93B | 2 | 0.79% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.2B | +$91.3M | 3 | 1.33% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $3.71B | +$161M | 4 | 0.46% | Increased |
|
| 12 |
Coatue Management
New York
| $3.66B | +$66.2M | 2 | 10.2% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $3.27B | +$62.8M | 7 | 0.45% | Increased |
|
| 14 |
Goldman Sachs
New York
| $3.23B | +$134M | 6 | 0.44% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $3.03B | +$252M | 6 | 0.84% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.93B | +$378M | 6 | 0.5% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $2.71B | -$166M | 6 | 0.51% | Reduced |
|
| 18 |
Raymond James Financial
St Petersburg,
Florida
| $2.54B | +$209M | 7 | 0.88% | Increased |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $2.31B | -$241M | 7 | 0.4% | Reduced |
|
| 20 |
UBS AM
Chicago,
Illinois
| $2.23B | +$100M | 6 | 0.45% | Increased |
|
| 21 |
AllianceBernstein
Nashville,
Tennessee
| $1.95B | -$10.9M | 6 | 0.64% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $1.9B | +$30.4M | 6 | 0.33% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $1.77B | -$18.1M | 6 | 0.44% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.76B | +$4.26M | 5 | 0.43% | Increased |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.57B | -$13.8M | 6 | 0.18% | Reduced |
|